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AI agent for competitive intelligence analysts

Patent and Technology Signal Agent

Deliver a monthly short list of technology clusters that matter, each explained with citations.

ReportingResearchMarketing
See how it worksGet access
Patent and Technology Signal Agent: what goes in, what the agent does and what you get

What it does

Patent offices and research sites publish thousands of items each month, and nobody can read them all. Once a month the agent searches patent and paper feeds for each tracked competitor and topic. It removes duplicates such as the same invention filed in several countries, then groups the remaining filings into clusters by subject. For each cluster it asks whether it matters to the company's products, using the product list and roadmap themes. If a cluster is unclear, it searches again with narrower terms or the inventor names. Clusters that matter get a short plain-language explanation with citations. The analyst reviews everything before it is shared. Edge case: a competitor files many patents in one area to block others, which is a defensive filing and not a real product signal. The agent flags that pattern for the analyst to judge.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Monthly run begins 2 USES A TOOL Search patent and paper feeds for trackedcompetitors and topics 3 DOES Remove duplicate and family filings 4 DOES Group filings into clusters by subject 5 CHECKS THE RESULT Is each cluster clear enough to name and describe? If not: re-search with narrower terms or inventor namesand regroup. Back to step 2. 6 DOES Rate each cluster's relevance to company products 7 USES A TOOL Pull citations and filing dates for relevantclusters 8 DOES Write a short plain-language explanation per cluster 9 CHECKS THE RESULT Does every claim in the explanation match a citedfiling? If not: correct the explanation or remove the claim.Back to step 8. 10 YOU APPROVE Analyst reviews the briefing before circulation 11 RESULT Monthly technology briefing sent
Read the steps as a list
  1. Monthly run begins
  2. Search patent and paper feeds for tracked competitors and topics
  3. Remove duplicate and family filings
  4. Group filings into clusters by subject
  5. Is each cluster clear enough to name and describe?If not: re-search with narrower terms or inventor names and regroup. Back to step 2.
  6. Rate each cluster's relevance to company products
  7. Pull citations and filing dates for relevant clusters
  8. Write a short plain-language explanation per cluster
  9. Does every claim in the explanation match a cited filing?If not: correct the explanation or remove the claim. Back to step 8.
  10. Analyst reviews the briefing before circulationThe agent waits here for your OK.
  11. Monthly technology briefing sent

How it decides

A cluster matters when it overlaps a product area and has several filings or a fast-growing filing rate. Unclear clusters are searched again before being kept or dropped.

  • Treat family filings in several countries as one invention
  • Keep a cluster when it has at least 3 filings in 6 months and overlaps a product area
  • Flag clusters of many narrow filings as possible defensive filings
  • Re-search once before dropping an unclear cluster

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Competitors and topics to watch
  • Minimum filings to form a cluster (default 3)
  • Time window (default 6 months)
  • Product areas that count as relevant
  • Who receives the briefing

What keeps you in control

It always asks you first

  • Analyst reviews the briefing before circulation
  • Analyst approves adding new tracked topics

Hard limits

  • Do not give legal opinions on infringement
  • Cite every claim to a filing or paper

It stops when

  • Done: briefing approved and sent
  • Stop: search access fails, report the gap and keep last month's briefing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn March the agent finds 41 filings from a rival, which become 19 inventions after removing family duplicates. Seven group into a cluster about battery thermal monitoring. The first grouping mixes in charging filings, so it re-searches with narrower terms and splits them into two clusters. The thermal cluster overlaps the company's pack line and gets a two-paragraph note with 7 citations. The analyst approves.

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